Lawyers

An effective estate planning service. Online.

Scale-up your estate planning service

PaxAnimi® delivers an effective, estate planning application and workflow tool.

PaxAnimi® will systemise your processes so you can offer the highest standards of estate planning, whilst reducing the stresses of finding the right solution and supervising the process for each of your clients.

PaxAnimi®’s full-service estate planning application delivers:

  • Enduring power of attorney
  • Guardianship appointment
  • A comprehensive will with optional testamentary trusts (that allow for a choice of a flexible and two capital protected trusts)
  • A complete estate planning report outlining what your client has done and why
  • A housekeeping outline is included in the report, advising your client what they need to do to get their personal and financial circumstances to align with their estate planning in the most effective way

How it works

01.

Access PaxAnimi®’s online Screening Tool

You or your client access PaxAnimi®’s Screening Tool 24 x 7, where in the user’s own time they will be guided through the step-by-step, easy-to-use full advisory service

02.

If your client fits the profile

If your client fits the profile in the Screening Tool (and most people do), either you or they will receive their personalised estate planning documents and report, online

03.

You charge your client for their estate planning

You determine your professional fee and pay for each client that completes the process (a husband and wife or partners are charged only the one fee)

A simple approach to doing business

1
Sign up for free with PaxAnimi®
2
You or your client receive access to PaxAnimi®’s online service
3
Your client agrees to your fee proposal and receives access to PaxAnimi®’s online Screening Tool
4
Your client complete’s PaxAnimi®’s Screening Tool. Your client only pays if they choose to receive their personalised estate planning documents.
5
Your client’s completed estate planning documents are sent either to your or directly to your client.

Fee structure

Signing up to PaxAnimi®’s online estate planning service is free of charge

You determine the total cost to your client which includes your professional fee and the fee for each client that completes the process (a husband or wife or partners are charged only the one fee).

Benefits to your business

PaxAnimi® can help to plan for the best outcome for your clients

Full-service

Offer an effective estate planning service for which you can be paid a professional fee that you set

Fast turnaround

Speed up the delivery of your estate planning service using PaxAnimi®’s powerful workflow tools

Revenue

Enhance your revenues with a full-service estate planning application. Online.

Value-added service

Deliver full service estate planning at scale, without compromising on quality

White label

You have the option  to white label under your own business name

Reduce stress

Remove the stresses of finding the right estate planning solution and supervising the process for each client

Simple fee structure

No subscription fees or upfront costs

Online access

Online access to all of your clients’ historic and current estate planning documents and decisions

Make sure your clients are personally and financially protected with PaxAnimi®’s effective estate planning service. Online.

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